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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
301
Independent Financial Group
California
$1.2M -$94.2K -1,012 -7%
LA
302
LexAurum Advisors
Kansas
$1.19M +$109K +1,169 +10%
COCM
303
Charter Oak Capital Management
New Hampshire
$1.18M +$1.19M +12,738 New
MSFS
304
Main Street Financial Solutions
Pennsylvania
$1.17M +$1.17M +12,551 New
PBF
305
Petix & Botte Financial
California
$1.15M -$119K -1,277 -9%
WTFG
306
Wells Trecaso Financial Group
Ohio
$1.15M -$116K -1,250 -9%
PCM
307
Parsons Capital Management
Rhode Island
$1.14M -$6.99K -75 -0.6%
CFG
308
Citizens Financial Group
Rhode Island
$1.09M +$1.09M +11,716 New
WP
309
WealthPLAN Partners
Nebraska
$1.08M +$170K +1,823 +18%
APA
310
American Portfolios Advisors
New York
$1.08M -$111K -1,195 -9%
CA
311
Calton & Associates
Florida
$1.03M -$3.07K -33 -0.3%
WPA
312
West Paces Advisors
Georgia
$1.03M -$172K -1,847 -14%
BBA
313
BLB&B Advisors
Pennsylvania
$1.03M +$714K +7,668 +227%
HFG
314
Heron Financial Group
New York
$1.01M -$55.5K -596 -5%
WAG
315
Winthrop Advisory Group
Massachusetts
$1.01M +$13.5K +145 +1%
LFG
316
Larson Financial Group
Missouri
$1.01M +$868K +9,318 +610%
Koshinski Asset Management
317
Koshinski Asset Management
Illinois
$1M +$151K +1,620 +18%
SEP
318
Southland Equity Partners
Missouri
$988K +$991K +10,646 New
CIBC World Market
319
CIBC World Market
Ontario, Canada
$984K -$943K -10,130 -49%
GWMIA
320
Global Wealth Management Investment Advisory
Florida
$984K +$11.3K +121 +1%
RPG
321
Resource Planning Group
Georgia
$969K -$29.7K -319 -3%
BPC
322
Banque Pictet & Cie
Switzerland
$962K +$498K +5,348 +107%
CBT
323
Capital Bank & Trust
California
$961K +$480K +5,159 +99%
FWM
324
Frontier Wealth Management
Missouri
$957K +$185K +1,985 +24%
WFA
325
Wellspring Financial Advisors
Ohio
$949K +$952K +10,222 New

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.